GEMEX Mutual Fund

GEMEX Mutual Fund

NAV$40.17
See how much of GEMEX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.43%
3 Months
+14.56%
6 Months
+20.43%
YTD
+32.32%
1 Year
+49.32%
3 Years (annualized)
+24.59%
5 Years (annualized)
+7.49%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+32.32%
Peer Avg (YTD)
+17.66%
vs Peers
+14.66%

GEMEX Mutual Fund Performance

GEMEX performance across multiple time periods: 1-month -2.43%, YTD 32.32%, 1-year 49.32%, 3-year 24.59%, 5-year 7.49%, 10-year 8.10%.

GEMEX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

GEMEX vs another fund shows side-by-side returns. GEMEX alternatives are available in the Mutual Fund Screener.